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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,708 | $95,917-39.8% | $79,583-27.5% | $134,545-57.1% |
| Participation rate | 64.3% | 75.0%-10.8pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | 3.81% | -2.70%+6.5pp | 0.16%+3.6pp | 418.37%-414.6pp |
| Employer contribution / active EE | $465 | $3,129-85.1% | $2,414-80.7% | $4,742-90.2% |
| Participant deferral / active EE | $3,252 | $4,694-30.7% | $3,986-18.4% | $6,401-49.2% |
| Admin fee / account holder | $3,856 | $9,132-57.8% | $6,835-43.6% | $11,431-66.3% |